Foreign Affairs published Silicon Valley's Bad Bet on the Gulf in June 2026 documenting that Gulf AI infrastructure is under attack caught in the crossfire of a war it was not prepared for. Gulf International Forum published simultaneously that sovereign wealth fund capital and investor confidence are now under significant pressure. Gulf sovereign funds deployed $66 billion in AI and digital infrastructure in 2025 - 43 percent of all sovereign capital deployed globally. Iranian ballistic missiles struck the Gulf in February 2026. Iranian drones struck AWS data centres in UAE and Bahrain March 1 2026. Oracle's Dubai data centre was struck April 3 2026. No Gulf sovereign wealth fund investment committee due diligence framework specifies what constitutional command authority has override jurisdiction over autonomous AI systems when infrastructure is under kinetic attack. This paper documents the structural gap between Gulf sovereign AI investment scale and the constitutional command doctrine required to make that investment genuinely sovereign under adversarial conditions.
Read paper: https://doi.org/10.5281/zenodo.20683532
For full paper and sovereign briefings: protocol@fijishi.com